Paradigm Wealth Management, LLC’s Post

3Q24 Financial Markets Outlook is out! We’ve published our 3Q24 Financial Markets Outlook: “S&P 500 back at highs, taking off from other markets”. It incorporates the latest world economic forecasts from IMF and OECD, the most recent views from policy makers and main investors, financial markets data and our own views on equities, bonds, and interest rates. The S&P 500 continues to hit new highs, in a cycle that started at the end of 2022, concentrated in the magnificent 7. The remaining developed stock markets have been left behind and China does not solve its problems. Good macro support in the US (lower inflation with resilient growth and employment) reinforces the growth of corporate earnings, enabling a broader stock market appreciation. https://lnkd.in/d-bBnMW4 #financialmarkets; #marketsoutlook; #economy; #equities; #bonds; #interestrates; #centralbanks; #stockmarketvaluation; #bondmarketvaluation

3Q24 Financial Markets Outlook is out! We’ve published our 3Q24 Financial Markets Outlook: “S&P 500 back at highs, taking off from other markets”. It incorporates the latest world economic forecasts from IMF and OECD, the most recent views from policy makers and main investors, financial markets data and our own views on equities, bonds, and interest rates. The S&P 500 continues to hit new highs, in a cycle that started at the end of 2022, concentrated in the magnificent 7. The remaining developed stock markets have been left behind and China does not solve its problems. Good macro support in the US (lower inflation with resilient growth and employment) reinforces the growth of earnings, enabling a broader stock market appreciation. https://lnkd.in/dJW7C5Rd #financialmarkets; #marketsoutlook; #economy; #equities; #bonds; #interestrates; #centralbanks; #stockmarketvaluation; #bondmarketvaluation

📌 A positive mood struck financial markets this week, but investors didn’t know where to look next. On the one hand, a wave of major company earnings reports; on the other, inflation data with the potential to influence US interest rate decisions. Read our latest Weekly Bulletin linked below to find out more! #weeklyupdate #financialmarkets #investing #economy #inflation #interestrates https://lnkd.in/e-6TXTpM

Monthly Economic and Market Review As we flipped the calendar from July to August, the markets took an unexpected turn. At the Federal Open Market Committee meeting on 31 July, Fed Chair Jerome Powell expressed cautious optimism, fuelled by recent positive inflation data. In fact, some members even considered voting for a rate cut – a decision that could shape the economic landscape moving forward. Craig Pheiffer, Chief Investment Strategist at Sasfin Wealth, provides deeper insights into the market’s reaction and what lies ahead. Read the full review here: https://lnkd.in/d286etdU #marketreview #economy #global #inflation #interestrates #sasfinwealth2024

Many of the advisors I work with are focused on what might be next for the Fed. Our May Advisor Outlook looks at how markets have repriced meaningfully since the start of the year, and discusses how advisors might want to position portfolios differently whether they expect the Fed to hold, cut, or hike rates in 2024. Many investors across BlackRock expect that the Fed will hold rates through September as a base case, which may benefit short & intermediate-term bonds, higher-yielding “plus” fixed income sectors, quality stocks and alternative strategies. Check out the full outlook to explore insights for how you can align your portfolios with the current market conditions: https://lnkd.in/edQt5HpS. For Professional Investors Only

Global equities have been a bit more mixed of late with Canadian and European equities weaker in recent weeks, though year-to-date gains remain respectable. Meanwhile the U.S. equity market continues to display strength, driven by the large cap technology sector. The rest of the U.S. market has not been as strong of late which is something worth monitoring given meaningful changes in market breadth can be a harbinger of future turns in the market. Below, we discuss some takeaways from the Federal Reserve update and recent U.S. economic developments.

Our Q2’2024 Market Review and Outlook is live! Check out our insights on US equity markets, inflation indicators, and our investment philosophy. Access the report here: https://lnkd.in/e7A-NvKD #WinthropWealth #InvestmentInsights #MarketReview #FinancialOutlook 📈💼

3Q24 Financial Markets Outlook is out! We’ve published our 3Q24 Financial Markets Outlook: “S&P 500 back at highs, taking off from other markets”. It incorporates the latest world economic forecasts from IMF and OECD, the most recent views from policy makers and main investors, financial markets data and our own views on equities, bonds, and interest rates. The S&P 500 continues to hit new highs, in a cycle that started at the end of 2022, concentrated in the magnificent 7. The remaining developed stock markets have been left behind and China does not solve its problems. Good macro support in the US (lower inflation with resilient growth and employment) reinforces the growth of corporate earnings, enabling a broader stock market appreciation. https://lnkd.in/dicMGdjd #financialmarkets; #marketsoutlook; #economy; #equities; #bonds; #interestrates; #centralbanks; #stockmarketvaluation; #bondmarketvaluation

In February, the S&P 500 didn't just leap - it soared to new heights. Nine all-time closing highs, including a special leap day on the 29th. Dive into the market trends and economic insights with Sasfin Wealth's Craig Pheiffer in our latest monthly review. #MarketInsights #SasfinWealth2024 #EconomicReview #Investing https://lnkd.in/eSC66Ju5

Many of the advisors I work with are focused on what might be next for the Fed. Our May Advisor Outlook looks at how markets have repriced meaningfully since the start of the year, and discusses how advisors might want to position portfolios differently whether they expect the Fed to hold, cut, or hike rates in 2024. Many investors across BlackRock expect that the Fed will hold rates through September as a base case, which may benefit short & intermediate-term bonds, higher-yielding “plus” fixed income sectors, quality stocks and alternative strategies. Check out the full outlook to explore insights for how you can align your portfolios with the current market conditions: https://lnkd.in/g3gk_fv2. For Professional Investors Only